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Otis Worldwide
OTIS

Overview Fund Activity

1,101 hedge funds and large institutions have $27.6B invested in Otis Worldwide in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 298 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,101
Holders Change
+64
Holders Change %
+6.17%
% of All Funds
17.76%
Holding in Top 10
16
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+77.78%
% of All Funds
0.26%
New
159
Increased
298
Reduced
431
Closed
72
Calls
$165M
Puts
$363M
Net Calls
-$198M
Net Calls Change
-$79.3M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$129M
2
Invesco
Invesco
Georgia
+$121M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$106M
4
BCF
BLS Capital Fondsmaeglerselskab
Denmark
+$90.2M
5
PI
Putnam Investments
Massachusetts
+$63.1M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$105M
2
ClearBridge Investments
ClearBridge Investments
New York
-$90.4M
3
Goldman Sachs
Goldman Sachs
New York
-$85.8M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$68.1M
5
Boston Partners
Boston Partners
Massachusetts
-$59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
1026
PrairieView Partners
Minnesota
$8K -$53.7K -759 -87%
FMP
1027
Financial Management Professionals
Texas
$8K – – –
FPB
1028
First PREMIER Bank
South Dakota
$8K – – –
FPFS
1029
First Personal Financial Services
North Carolina
$7.83K – – –
JFGIW
1030
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$7.83K +$5.09K +65 +186%
BAAM
1031
Baker Avenue Asset Management
California
$7.6K +$7.6K +97 New
MPCL
1032
My Personal CFO LLC
Washington
$7.05K +$7.05K +90 New
TSWM
1033
Tyler-Stone Wealth Management
Ohio
$7K – – –
RWPA
1034
Richard W. Paul & Associates
Michigan
$6.73K +$6.73K +86 New
FWM
1035
Focused Wealth Management
New York
$6.52K – – –
Kayne Anderson Rudnick Investment Management
1036
Kayne Anderson Rudnick Investment Management
California
$6.19K – – –
Nomura Holdings
1037
Nomura Holdings
Japan
$6K +$6K +79 New
MAWCM
1038
Mine & Arao Wealth Creation & Management
California
$5.87K – – –
WOSD
1039
WFA of San Diego
California
$5.87K +$5.87K +75 New
CFD
1040
Creative Financial Designs
Indiana
$5.32K – – –
AWM
1041
Abound Wealth Management
Tennessee
$5.25K +$3.69K +47 +235%
MSCM
1042
McElhenny Sheffield Capital Management
Texas
$4.93K +$4.93K +63 New
SIC
1043
SJS Investment Consulting
Ohio
$4.78K +$940 +12 +24%
CA
1044
Corrado Advisors
New Jersey
$4.78K +$4.78K +61 New
EE
1045
EWG Elevate
California
$4.78K +$4.78K +61 New
GFL
1046
Granite FO LLC
New Hampshire
$4.45K +$4.45K +57 New
GJIA
1047
Glass Jacobson Investment Advisors
Maryland
$4.22K +$4.22K +54 New
HIIFS
1048
Harel Insurance Investments & Financial Services
Israel
$4K -$410K -5,631 -99%
TWM
1049
Tradition Wealth Management
Minnesota
$4K -$1.53K -18 -28%
LAM
1050
Lakewood Asset Management
Illinois
$4K +$4K +51 New
40 41
42
43 44